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RBB shares owned by WR Wealth Planners

Quarter-by-quarter ownership of RBB (TMFG) shares owned by WR Wealth Planners from 13F filings

Historical chart of WR Wealth Planners investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-12-31 $136k 4.8k 28.33
2024-09-30 $153k 4.8k 31.71
2024-06-30 $142k 4.8k 29.42
2024-03-31 $146k 4.8k 30.31
2023-09-30 $126k 4.8k 26.16
2023-06-30 $129k 4.8k 26.71

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis International Equity Etf Etf (AVDE)
Avantis U.s. Equity Etf Etf (AVUS)
Invesco Qqq Trust Series I Etf (QQQ)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
American Century U.s. Quality Growth Etf Etf (QGRO)
Microsoft Corp Stock (MSFT)
Capital Group Growth Etf Etf (CGGR)
First Trust Low Duration Opportunities Etf Etf (LMBS)

View all positions for WR Wealth Planners

Top funds holding RBB

LPL Financial
Commonwealth Equity Services
Caprock
Creative Planning
Gts Securities
Wedmont Private Capital
Susquehanna International
Advisor Group Holdings
Warren Averett Asset Management
Farther Finance Advisors
Colony
Branch Banking & Trust Company
Captrust Financial Advisors
Flow Traders US
Mariner Wealth Advisors

View all funds holding RBB